|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.96B
|
+$67.8M
|
+1,323,695
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$593M
|
+$40.1M
|
+781,688
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$486M
|
+$14.5M
|
+282,405
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$340M
|
+$120M
|
+2,351,274
|
+54%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$297M
|
+$866K
|
+16,897
|
+0.3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$106M
|
+$14.9M
|
+291,102
|
+16%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$104M
|
+$8.02M
|
+156,601
|
+8%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$95.5M
|
+$3.81M
|
+74,296
|
+4%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$95.4M
|
+$2.47M
|
+48,171
|
+3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$92.9M
|
-$19.1M
|
-373,199
|
-17%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$91.5M
|
+$11.8M
|
+229,602
|
+15%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$85.3M
|
+$82.1M
|
+1,601,407
|
+2,282%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$84.6M
|
+$49.1M
|
+957,245
|
+136%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$70.6M
|
-$90.1K
|
-1,758
|
-0.1%
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$66.9M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$60.9M
|
-$891K
|
-17,389
|
-1%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$54.6M
|
+$2.87M
|
+55,910
|
+6%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$53.1M
|
+$2.68M
|
+52,355
|
+5%
|
|
|
19
|
|
$46.4M
|
-$52.4M
|
-1,023,110
|
-53%
|
|
|
20
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$45.7M
|
-$251K
|
-4,902
|
-0.5%
|
|
|
21
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$42.2M
|
+$10.5M
|
+204,820
|
+33%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$42.2M
|
+$14.7M
|
+287,541
|
+53%
|
|
|
23
|
IndexIQ Advisors
New York
|
$41.5M
|
+$16M
|
+312,543
|
+62%
|
|
|
24
|
Acropolis Investment Management
St. Louis,
Missouri
|
$41.1M
|
-$1.25M
|
-24,394
|
-3%
|
|
|
25
|
|
$37.1M
|
–
|
–
|
–
|
|
